SegFlow CRM

Management and multi-quote system for insurance brokerages, with a React frontend, a Node.js backend, and PostgreSQL.

Public page: https://maxjuniorbr.github.io/segflow-crm/

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What to Expect

• It centralizes clients, proposals, policies, and users in a single application.
• It separates frontend and backend, with its own API and PostgreSQL database.
• It uses JWT authentication with refresh token rotation.
• Official repository documents default to English; the public landing is available in EN and PT-BR.

Core Features

• brokerage registration with an admin user
• client management for individuals and companies
• proposal and policy management
• dashboard with key metrics
• search, filters, and pagination
• zip code lookup through BrasilAPI
• responsive interface with light and dark themes

Stack and Architecture

• Frontend: React 19, TypeScript, Vite, and Tailwind CSS v4
• Backend: Node.js, Express, PostgreSQL, Zod, and JWT
• Tests: Vitest, Testing Library, vitest-axe, and dedicated backend suites
• Quality: SonarCloud, Dependabot, and build validation
• Architecture: routes, controllers, use cases, entities, and repositories

Run Locally

Requirements:

• Node.js 18+
• PostgreSQL 14+

Installation:

git clone https://github.com/maxjuniorbr/segflow-crm.git
cd segflow-crm
npm install
cd server
npm install
cp .env.example .env
cd ..

Run:

npm run dev

Web app: http://localhost:5173

Main Scripts

At the repository root:

npm run dev            # frontend + backend in development
npm run build          # frontend production build
npm run preview        # local preview of the build
npm test               # full test suite
npm run test:backend   # backend tests
npm run test:frontend  # frontend tests

In the backend:

cd server
npm run dev            # local bootstrap + server
npm run test           # backend tests

Quality and Validation

• npm test
• npm run build
• npm exec tsc --noEmit
• SonarCloud with an A Quality Gate target

Project Documents

• Public page: https://maxjuniorbr.github.io/segflow-crm/
• Support: SUPPORT.md
• Privacy: PRIVACY.md
• Security: SECURITY.md

License

MIT. See LICENSE.